Company Description Tatva Fintech Private Limited is the parent company behind TatvaCRM, TatvaRatings, and TatvaBooks, a suite of SaaS products designed for Indian financial services businesses. TatvaCRM is a CRM platform tailored to the workflows of DSAs, NBFCs, and insurance distributors, supporting the full lifecycle from lead capture to payout. TatvaBooks provides cloud-based accounting, GST, and payroll capabilities for Indian businesses and Chartered Accountants, bringing invoicing, GST reconciliation, and bookkeeping into a single product.

TatvaRatings offers credit rating intelligence by indexing rating-agency disclosures, helping banks, NBFCs, and advisory teams understand actual lending exposure to borrowers. Founded by a Chartered Accountant with extensive experience in debt syndication and corporate finance advisory, Tatva Fintech builds software that closely reflects real lending, accounting, and credit processes.

Role Description This is a full time, on-site Business Development Manager role based in the Pune Division.

The Business Development

Manager will identify and qualify new business opportunities across TatvaCRM, TatvaBooks, and TatvaRatings, focusing on DSAs, NBFCs, insurance distributors, Chartered Accountants, and other financial services organizations. The role involves managing the entire sales cycle, including prospecting, product demonstrations, solution-based discussions, proposal preparation, negotiation, and closing.



The person in this role will develop and nurture long-term client relationships, gather feedback on product usage, and collaborate with product and marketing teams to refine offerings and go-to-market strategies. Day-to-day responsibilities include maintaining an active pipeline, meeting defined revenue and activity targets, representing the company at client meetings or industry events, and preparing regular reports and forecasts for leadership.

Qualifications

- Strong business development, B2B sales, and account management skills, preferably within SaaS or financial services.
- Experience in stakeholder engagement, client relationship management, and consultative selling to decision-makers in banks, NBFCs, DSAs, and professional services firms.
- Good understanding of lending, credit, or accounting workflows, and comfort discussing CRM, accounting, or credit-rating solutions with operational and finance teams.
- Excellent communication, presentation, and negotiation skills, with the ability to explain technical or workflow-based products in clear, practical terms.
- Proficiency in pipeline management, use of CRM tools, and data-driven reporting on sales activities and outcomes.
- Ability to work independently in an on-site environment, collaborate across product and marketing teams, and meet defined revenue and activity targets.
- Bachelor’s degree/ masters degree in business, finance, commerce, or a related field; an MBA or equivalent postgraduate qualification in management or finance is an advantage.

📌 Business Development Manager (Pune)
🏢 Tatva Fintech Private
📍 Pune